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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
4476
Pacifica Partners
Canada
$835K -$2.52K -20 -0.4%
CCM
4477
Colorado Capital Management
Colorado
$835K -$61.9K -492 -9%
HHMI
4478
Howard Hughes Medical Institute
Maryland
$835K +$665K +5,285 New
FYW
4479
Future You Wealth
New York
$835K +$30.3K +241 +5%
IF
4480
Ironwood Financial
Arizona
$834K – – –
SWAG
4481
Spectrum Wealth Advisory Group
California
$833K +$387K +3,074 +140%
SCM
4482
Sollinda Capital Management
Florida
$830K +$112K +888 +20%
NSG
4483
Nalls Sherbakoff Group
Tennessee
$830K -$53.4K -424 -7%
FPTW
4484
Franklin, Parlapiano, Turner & Welch
Texas
$830K – – –
FGG
4485
Financial Guidance Group
Florida
$830K +$25.2K +200 +4%
LWMI
4486
Legacy Wealth Management (Idaho)
Idaho
$830K +$18.9K +150 +3%
LIS
4487
Legacy Investment Solutions
Idaho
$830K +$661K +5,252 New
PM
4488
Penbrook Management
New York
$825K – – –
LWA
4489
Lifelong Wealth Advisors
Minnesota
$825K +$213K +1,691 +48%
BF
4490
Brooklyn FI
New York
$823K +$90.1K +716 +16%
FFG
4491
Foundry Financial Group
New Hampshire
$823K +$41.5K +330 +7%
MSWA
4492
Marshall & Sterling Wealth Advisors
New York
$820K +$36.2K +288 +6%
CCG
4493
Capital CS Group
California
$820K +$351K +2,790 +116%
PMSA
4494
Patrick M. Sweeney & Associates
Illinois
$819K -$1.51K -12 -0.2%
LWA
4495
LifeGoal Wealth Advisors
New York
$818K +$171K +1,361 +36%
PWMG
4496
Pioneer Wealth Management Group
Texas
$818K +$651K +5,175 New
IP
4497
Integras Partners
Georgia
$817K – – –
FD
4498
Financial Designs
California
$814K +$648K +5,153 New
GGA
4499
Granite Group Advisors
Connecticut
$811K – – –
WMA
4500
William Mack & Associates
Michigan
$811K +$40.1K +319 +7%
178 179
180
181 182